Personal Finance & Money Stack Exchange
Personal Finance & Money Stack Exchange

Questions tagged [quicken]

For questions related to the Quicken personal finance software. As this is a personal finance site, questions about usage of the software are preferred over technology-related questions.

41 questions
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10 answers

Online money management applications: Do you trust Mint.com or Quicken Online, or other personal finance tools online?

For online applications such as Mint and Quicken (online), to automatically update your accounts, they'll always ask you to enter your login info to your banking and/or investment accounts. Do you trust giving out these types of personal…
interneter
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4 answers

What headaches will I have switching from Quicken to GnuCash?

I'm interested in switching to an open source checkbook program. I currently use Quicken and I'm interested in switching to GnuCash but I have usability concerns. Does GnuCash have all the features I'm used to in Quicken? Any noticeable…
Alex B
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Possible replacement for Quicken

I have been using quicken to track my financial life for about 10 years now and am generally happy with it. A couple of years back Intuit changed the ability to download stock quotes for 2 years maximum. After that 2 years you need to buy the next…
mpenrow
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Is the ESPP discount profit?

My employer offers an ESPP program through which we can buy stocks with some discount. Assume the discount is D and the market price in the day when the stock is purchased is P. The stock is purchased at C = P * D(%). When I input the buy…
Victor Hurdugaci
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8
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4 answers

Tracking Gold and Silver (or any other commodity investment) in Quicken 2010?

I am an avid Quicken user, and I have pretty much every account, investment, liability, and asset tracked in it. I recently started purchasing gold and silver as an alternative, "backup" investment, and I'm not really sure how to track that in…
jrista
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7
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2 answers

How do I track 401k rollovers in Quicken?

I recently rolled over an old 401k to an existing Rollover IRA I have. I'm not sure how to enter this into Quicken though. I tried a few ways with the following results: Sell the stock in the 401k account and transfer to the Rollover: This triggers…
zippy
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5
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1 answer

How do I track investment performance in Quicken across rollovers?

I use Quicken to track investments. I'd like to track performance. Here is a situation that feels wrong: I buy stock S for $10/share. I hold for 5 years. I sell S at $20/share and buy S2 for $20/share. At the moment of sale, Quicken now says S2…
dfrankow
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2 answers

Can I make a graph of savings in Quicken?

I've used the "Reports and Graphs" section of Quicken in a very basic capacity to see where my money has been going -- "Income / Expenses" and "Spending by Category" mostly -- and I've been trying to branch out and try the other reports/graphs to…
Tim
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5
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2 answers

Quicken 2008 Online Balance vs. Ending Balance?

I'm using Quicken 2008, I'm pondering upgrading to the 2010 edition, but...I'm having some problems; the online balance says I have like 3,000 some dollars and my Ending Balance says that I have like 600 dollars. I'm totally confused by this. My…
leeand00
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How should I represent a Whole Life insurance policy in Quicken?

I have a Whole Life insurance policy (actually Northwestern's Adjustable Combination Life) and I track my finances through Quicken 2011. What is the best way to set up an account to track payments made to the life insurance policy and its cash value…
Bryan Anderson
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3 answers

GnuCash recreating Quicken Rental Report

I am a quicken user hoping to transfer to GnuCash. I like GnuCash a lot, but am having trouble with creating some specific reports that (IMO) are easy to create in Quicken. Specifically, I have several rental houses, and in Quicken I have an account…
pholck
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Import .n43 file to Quicken?

One of my banks is Spanish, and allows downloading activity in the .n43 format (aka "Norma 43") which is some kind of Spanish version of OFX/QFX. Any way (on a Mac) that I can convert this to an OFX file? The only tool I found was…
d0g
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3
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1 answer

How to improve Gnucash QIF import matchings by adding account to each transaction

I'm trying to suppress the longest part of my QIF import process which is manual matching of each transaction to each account. I have the bayesian matching activated but it performs poorly, matching maybe 10% of all transactions. I think it is…
kraymer
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How do I close an account in Quicken?

I'm using Quicken 2009 and I have a Roth IRA account that I transferred to a new bank. What is the best way to "close" this account? If I delete the account, it won't show up in my historical net worth and it will appear as though when I made…
Alex B
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1 answer

What category should I specify for gross salary in Quicken?

I'm using Quicken 2013 and I'm trying to split my "Gross Salary" (specified as Pay Rate on my pay stub) from my "Deductions" specified as (Current Deductions on my pay stub) using the line items on my pay stub. From the menu I looked in…
leeand00
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